Lori began her
career with a local trust company in 1995 and
since moving to our office in 2000, has
continued to broaden her already extensive
knowledge in the financial services area. Lori
continues to develop her knowledge of financial
planning through ongoing participation in
courses and seminars. Lori assists the planners
in the office, as clients progress through the
unique Flagstone Planning Process.
Marg Brown
Administrative Assistant
Marg has extensive
experience in financial services, having worked
with a local trust company since 1978. This has
contributed to her proficiency in the processing
of investment orders, follow up and paying special
attention to detail. Marg is an integral part of
the Flagstone Team and is qualified to answer all
client questions.
Donna Dowding
Receptionist
When calling
Flagstone Financial Group, the first
person you most often talk to is
Donna. She holds not only the position
of receptionist, but also looks after
our GIC department, servicing almost
1000 clients annually.
Dundee Wealth Management is a DundeeWealth Inc. Company
